David Cunningham is a financial advisor at Sherpa Financial Guides, Inc. with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. His prior experience includes roles at AE Wealth Management, LLC, BB&T Investment Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. Outside of advisory work, he is involved in personal tax return preparation and farming, managing timber and animal raising operations on his own property. Sherpa Financial Guides, Inc. primarily serves individual clients with tailored investment advisory and portfolio management services, emphasizing customized asset allocation and risk profiling. The firm offers both discretionary and non-discretionary managed accounts and incorporates a variety of strategies to support long-term purchasing power.

Thomas Grinnell is a financial advisor at Sherpa Financial Guides, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, LLC and Bb&T Investment Services, Inc. Grinnell is also a partner and owner involved in insurance sales and services. Sherpa Financial Guides, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $5.9 million in assets. The firm offers tailored portfolio management and planning services using various investment strategies aligned with clients’ objectives and risk tolerance.